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Product Analytics TaxonomyCaseWare Working Papers
22 April 2019
Date Revision Editor Description
Apr. 22, 2019 1.0 CaseWare -
Revision
CaseWare International Inc.1 Toronto St. Suite 1400, Toronto, ON M5C 2V6 CanadaTel:416-867-9504 | Fax:416-867-1906 | www.caseware.com
Copyright. 2019 CaseWare International Inc. ("CWI"). All Rights Reserved. Use, duplication, or disclosure by the United States Government is subject to the restrictions set forth in DFARS 252.227-7013 © (1) (ii) and FAR 52.227-19.Notice to U.S. Government End Users. This publication and the related computer software was developed exclusively at private expense and for the purposes of U.S. acquisition regulations the related computer software is"commercial computer software" subject to limited utilization ("Restricted Rights").
This publication may only be copied and otherwise used as permitted in the applicable license agreement and, subject to the express terms of such license, use of this publication is subject to the following terms and conditions:
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Should you or any viewer of this publication respond with information, feedback, data, questions, comments, suggestions or the like regarding the content of any CWI publication, any such response shall be deemed not to beconfidential and CWI shall be free to reproduce, use, disclose and distribute the response to others without limitation. You agree that CWI shall be free to use any ideas, concepts or techniques contained in your response for anypurpose whatsoever including, but not limited to, developing, manufacturing and marketing products incorporating such ideas, concepts or techniques.
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Chromium Embedded Framework - Copyright (c) 2008-2013 Marshall A. Greenblatt. Portions Copyright (c) 2006-2013 Google Inc. All rights reserved.
Copyright and Trademark Notice
1
Working PapersEvent Category Event Name Event Description Name Sample Values Comments
Copy Components
File start copy components when the user clicks copy components
File complete copy components when user enters copy components, where file = copy into this file
source file, recent, template to determine what users copy into the file
components true/false
component details documents, grouping, issues, etc.
component clearing fx, tags, annotations, etc.
File complete copy components when user enters copy components, where file = copy into a new file
source file, recent, template to determine what users copy into the file
components true/false
component details documents, grouping, issues, etc.
component clearing fx, tags, annotations, etc.
File complete copy components when user enters copy components, where file = copy into an existing file
source file, recent, template to determine what users copy into the file
components true/false
component details documents, grouping, issues, etc.
component clearing fx, tags, annotations, etc.
File cancel copy components when the user cancels out of copy components
Tracker
File start tracker when the user clicks tracker
File close tracker when the user exits out of tracker
Engagement Properties
Engagement click engagement properties button
when user starts to populate engagement properties
Engagement cancel engagement properties when the user cancels out of engagement properties
Engagement complete engagement properties when the user enters engagement properties, where tab = name/address
cloud entity entity selected from Cloud
to determine if the file is a hybrid file
2
Working PapersEvent Category Event Name Event Description Name Sample Values Comments
Engagement complete engagement properties when the user enters engagement properties, where tab = name/address
synchronize engagement properties
true/false to determine if client information is synchronized with Cloud
engagement ABC Company to determine if users are entering data in this field
Engagement complete engagement properties when the user enters engagement properties, where tab = reporting dates
date sequence monthly, quarterly, yearly. etc.
to determine what reporting periods are being used
Engagement complete engagement properties when the user enters engagement properties, where tab = period balances
period balances true/false to determine if this tab is being used
Consolidation
Engagement start consolidation when the user selects the consolidation button
Engagement cancel consolidation when the user cancels out of the consolidation
Engagement complete consolidation when the user selects properties entity detail none/existing file to determine if the files are internal or external
fractional contribution current year %, prior year %
to determine if this is being used
Imports
Engagement click import button when the user clicks the import button to import data
Engagement start import where user makes a selection import type Accounting software, ASCII, Excel
to determine which import type is being used
Engagement cancel import when the user cancels out of the import data modal
Engagement complete import when the user successfully imports data, where import type = accounting software
import type Accounting software to determine which accounting packages are being used
import from AccPac, Sage, Xero
version 2016, 2017, 2018
import components GL, TB
Engagement complete import when the user successfully imports data, where import type = working paper software
import type Working paper software
convert from Accountant's dream, GoSystem
version varies version depends on the package
import components GL, TB
Engagement complete import when the user successfully imports data, where import type = excel
import type Excel
3
Working PapersEvent Category Event Name Event Description Name Sample Values Comments
Engagement complete import when the user successfully imports data, where import type = ascii
import type Ascii
Engagement complete import when the user successfully imports data, where import type = xbrl
import type XBRL
Engagement complete import when the user successfully imports data, where import type = xml
import type XML
Engagement complete import when the user successfully imports data, where import type = prosystem fx
import type ProSystem FX
Exports
Engagement start export where user makes a selection
Engagement cancel export when the user cancels out of the export data modal
Engagement complete export when the user successfully exports data, where export type = tax software
export type Tax software to determine if users are exporting data
export to CCH, Lacerte, etc.
Engagement complete export when the user successfully exports data, where export type = gifi
export type Gifi
Engagement complete export when the user successfully exports data, where export type = risk alert
export type Risk alert
Engagement complete export when the user successfully exports data, where export type = bank link
export type Bank link
Engagement complete export when the user successfully exports data, where export type = adjustments
export type Adjustments
Engagement complete export when the user successfully exports data, where export type = caseware idea
export type Idea
Engagement complete export when the user successfully exports data, where export type = alpha tax
export type Alpha tax
Engagement complete export when the user successfully exports data, where export type = batch pdf
export type Batch
Year end close
Engagement click year end close when the user clicks the year end close button roll forward options compress, update prior year, etc.
to determine which roll forward options are being used
included in next year file spreadsheet analysis, foreign exchange, etc.
to determine if these options are used
4
Working PapersEvent Category Event Name Event Description Name Sample Values Comments
Engagement click year end close when the user clicks the year end close button
annotations document references, tickmarks, etc.
to determine if users carry forward annotations
Engagement complete year end close when the user successfully finishes year end close
Engagement cancel year end close when the user cancels out of the year end close modal
Lockdown
Engagement click lockdown when the user clicks the lockdown button lockdown lockdown now, lockdown after completion date
to determine which lockdown method is being used
Engagement complete lockdown when the user successfully finishes the lockdown
Engagement cancel lockdown when the user cancels out of the lockdown modal
Sign in/out
Engagement click sign out when the user clicks the sign out button to determine if this functionality is still being used
Engagement complete sign out when the user successfully signs out
Engagement cancel sign out when the user cancels the sign out modal
Check in/out
Engagement click check out when the user clicks the check out button to determine if this functionality is still being used
Engagement complete check out when the user successfully checks out
Engagement cancel check out when the user cancels the checks out modal
Assign users
Document click assign users when the user clicks the assign users button to determine if this is being used
Document complete assign users when the user successfully assigns users
Document cancel assign users when the user cancels the assign users modal
Compare
Document click compare when the user clicks the compare button to determine if this is being used
Document complete compare when the user successfully compares
Document cancel compare when the user cancels the compare modal
Document click print when the user clicks the print button to determine if users are still printing their files
5
Working PapersEvent Category Event Name Event Description Name Sample Values Comments
Document complete print when the user successfully prints
Document cancel print when the user cancels the print modal
Adjusting Entries
Account click adjusting entries when the user clicks the adjusting entries button period type yearly, monthly, quarterly
to determine if users are posting more than annual adjustments
type normal, reclass, tax, etc. to determine the type of adjustments being made
accounts financials, map, group, etc.
to determine if users are posting to other than financial accounts
misstatement projected, factual etc. to determine if users are associating the type of misstatement
recurrence none, recurring, reversing
to determine if this is being used
calculated true/false to determine if calculated adjustments are being used
Account complete adjusting entries when the user successfully posts adjusting entries
Account cancel adjusting entries when the user cancels the adjusting entries modal
Other Entries
Account click other entries when the user clicks the other entries button to determine if write ups are being done
Account complete other entries when the user successfully posts other entries
Account cancel other entries when the user cancels the other entries modal
Mapping/Grouping
Account start mapping when the user clicks the assign mapping to determine if users are using mapping to link their files
Account complete mapping when the user successfully assigns accounts
Account cancel mapping when the user cancels the assign mapping modal
Account start grouping when the user clicks the assign grouping to determine if users are using grouping to link their files
Account cancel grouping when the user cancels the assign grouping modal
Account complete grouping when the user successfully assigns accounts to groups
6
Working PapersEvent Category Event Name Event Description Name Sample Values Comments
Replace Server copy
Cloud/SmartSync start replace server copy when the user clicks to replace server copy to determine how often users have to replace the parent
Cloud/SmartSync cancel server copy when the user clicks to cancel replacing server copy
Cloud/SmartSync complete server copy when the user successfully replaces the server copy
Properties
Cloud/SmartSync start properties when the user clicks to access properties
Cloud/SmartSync cancel properties when the user clicks to cancel properties
Cloud/SmartSync complete properties when the user successfully modifies properties change location true/false to determine if users have to locate their parent
repair true/false to determine if users have to repair their file
Show Conflicts
Cloud/SmartSync start show conflicts when the user clicks show conflicts to determine if users are creating conflicts
Cloud/SmartSync cancel show conflicts when the user clicks to cancel show conflicts
Cloud/SmartSync complete show conflicts when the user successfully resolve conflicts
Delete Copy
Cloud/SmartSync start delete copy when the user clicks show conflicts to ensure users are deleting their sync copies via the program
Cloud/SmartSync cancel delete copy when the user clicks to cancel delete copy
Cloud/SmartSync complete delete copy when the user successfully deleted copy
SmartSync Repair
Cloud/SmartSync start smartsync repair when the user clicks smartsync repair to determine if users are repairing their files
Cloud/SmartSync cancel smartsync repair when the user clicks to cancel smartsync repair
Cloud/SmartSync complete smartsync repair when the user successfully repairs file
Share
Cloud/SmartSync start share when the user clicks share to determine if users are sharing the file within the application
Cloud/SmartSync cancel share when the user clicks to cancel share
7
Working PapersEvent Category Event Name Event Description Name Sample Values Comments
Cloud/SmartSync complete share when the user successfully shares file
8
CaseViewEvent Category Event Name Event Description Name Sample Values Comments
Export
File start export when the user selects export
File cancel export when the user cancels the export
File complete export when the user successfully exports export html, pdf, rtf, etc. to determine by what means users are exporting
Milestones
File start milestones when the user clicks the milestones button
File cancel milestones when the user cancels the milestones
File complete milestones when the user successfully creates a milestone
Design Mode
View start design mode when the user clicks design mode to determine how many users actually work in design mode
View cancel design mode when the user changes to form or edit
Tables
Insert edit table properties when the user clicks the table button
Insert cancel table properties when the user cancels the table button
Insert complete table properties when the user edits table properties wide-table true/false to determine if wide-table printing is in use
New Link
Insert start new link when the user clicks the new link
Insert cancel new link when the user cancels the new link
Insert complete new link when the user successfully sets up a link KL filename browse for link to determine whether our library technology is being used.
Action when different DDB results to determine how the update should behave when content is different.
Save input values DDB results to determine how the update should handle manually entered data.
New Link from Index
Insert start new link from index when the user clicks the new link from index to determine if the KLI is being used.
9
CaseViewEvent Category Event Name Event Description Name Sample Values Comments
Insert cancel new link from index when the user cancels the new link from index
Insert complete new link from index when the user successfully sets up a link from index
Table of Contents
Insert start new TOC when the user clicks the TOC
Insert cancel new TOC when the user cancels the TOC
Insert complete new TOC when the user successfully sets up a TOC title manual entry to determine if users are creating automatic TOCs.
page title manual entry
Insert complete new TOC when the user successfully sets up a TOC entries format level numeric value to determine if users are tying the TOC to styles
External Document
Insert start new external document when the user clicks the external document
Insert cancel new external document when the user cancels the external document
Insert complete new external document when the user successfully sets up a external document
external document DM/file path to determine if users are including external documents in their CaseView reports.
modifiable in form true/false to determine if users are editing the external document from within CaseView.
Settings
Document modify settings when the user clicks the settings button
Document cancel modify settings when the user cancels modifying settings
Document complete modify settings when the user successfully modifies document settings: where file property is selected
backup ddb result to determine which backup options are set
save ddb results to determine what save options are defined
multiple users true/false to determine if multi user access has been granted to the document.
hyphenate ddb result to determine what hyphenation is in use.
Document complete modify settings when the user successfully modifies document settings: where client options is selected
client default/sign field in linkage
true/false to determine which sign is in use.
10
CaseViewEvent Category Event Name Event Description Name Sample Values Comments
Document complete modify settings when the user successfully modifies document settings: where client options is selected
map/group sign field true/false to determine which sign is in use.
WTB report tab true/false to determine if report tab is used for cash flow
document owns CV db records
true/false
CV db saved when document saved
true/false
include adjustments when calculating NI.
true/false
lock SS documents for exclusive use
true/false
Document complete modify settings when the user successfully modifies document settings: where client options is selected
document default/sign field in linkage
true/false to determine which sign is in use.
map/group sign field true/false to determine which sign is in use.
WTB report tab true/false to determine if report tab is used for cash flow
document owns CV db records
true/false
CV db saved when document saved
true/false
include adjustments when calculating NI.
true/false
lock SS documents for exclusive use
Document complete modify settings when the user successfully modifies document settings: where print is selected
changed cell value mark true/false
diagnostics true/false
override indicator true/false
rounding indicator true/false
pagination true/false
background pagination ddb results
Document complete modify settings when the user successfully modifies document settings: where freeze is selected
draw border true/false to determine freeze preferences
resizable true/false
scrolls horizontally true/false
11
CaseViewEvent Category Event Name Event Description Name Sample Values Comments
Document complete modify settings when the user successfully modifies document settings: where freeze is selected
display at bottom true/false
include style window true/false
flush freeze true/false
equation bar true/false
prevent scaling true/false
editing options no input, enable input but hide, enable input and display
Document complete modify settings when the user successfully modifies document settings: where mode customization is selected
form mode with enable editing
not accessible, always accessible, accessible if....
design mode accessibility not accessible, always, etc.
mode when opening ddb result
Document complete modify settings when the user successfully modifies document settings: where security configurations is selected
setting for selected operation
operation restricted, minimum level required
to determine if users are creating security configurations.
Document complete modify settings when the user successfully modifies document settings: where system database is selected
system database add, delete to determine if system databases are being used.
Document complete modify settings when the user successfully modifies document settings: where version information is selected
action for copy template copy version, reset version, increment major version
to determine what version information is tracked during template updates.
action for rollforward copy version, reset version, increment major version
to determine what happens to version information on rollforward.
Document complete modify settings when the user successfully modifies document settings: where compatibility is selected
show table in sort preview
true/false
enable graph referencing true/false
show default page range true/false
save all input paragraphs true/false
apply skipped page setups
true/false
keep with next true/false
left align lines ending true/false
use decimal precision true/false
12
CaseViewEvent Category Event Name Event Description Name Sample Values Comments
Document complete modify settings when the user successfully modifies document settings: where compatibility is selected
scale fonts true/false
Document complete modify settings when the user successfully modifies document settings: where note annotation layout is selected
header/footer ddb result
apply style true/false
Document complete modify settings when the user successfully modifies document settings: where custom properties is selected
custom properties add, delete to determine if custom properties are being used.
Document complete modify settings when the user successfully modifies document settings: where repository is selected
repository add, delete to determine if repositories are being used.
Compare
Document start compare when the user clicks the compare button
Document cancel compare when the user cancels the compare
Document complete compare when the user successfully compares type of comparison to another file, to KLI
Note Number Styles
Document start note number styles when the user clicks the note number styles button
Document cancel note number styles when the user cancels the note number styles
Document complete note number styles when the user successfully note number styles style list style names to determine if users are creating note styles.
Cell Group
Document start cell group when the user clicks cell group button
Document cancel cell group when the user cancels cell group
Document complete cell group when the user successfully creates a cell group; where new is selected
name of cell group manual entry to determine if users are creating cell groups.
Document complete cell group when the user successfully creates a cell group; where save is selected
save as manual entry to determine if users are saving cell groups for use elsewhere.
Document complete cell group when the user successfully creates a cell group; where load is selected
open manual entry to determine if users are sharing cell groups across files.
Conditional Formatting
Document start conditional formatting when the user clicks conditional formatting button
Document cancel conditional formatting when the user cancels conditional formatting
Document complete conditional formatting when the user successfully creates a conditional formatting; where add rule is selected
add rule format this cell, formatting, font style
to determine if users are adding conditional formatting to cells or paragraphs.
13
CaseViewEvent Category Event Name Event Description Name Sample Values Comments
Rounding
Tools start rounding when the user clicks the rounding button
Tools cancel rounding when the user cancels the rounding button
Tools complete rounding when the user successfully creates a rounding; where the user selects apply rounding
allow rounding in form mode
true/false to determine if users are rounding in the document.
round to ddb result
Tools complete rounding when the user successfully creates a rounding; where the user selects apply rounding relations
ignore flip sign of value true/false to determine if users are creating rounding relationships
allow rounding in form mode
true/false
add user sets up relationship
Linkage
Tools start linkage when the user clicks the linkage button
Tools cancel linkage when the user cancels the linkage button zero linkages created
Tools complete linkage when the user successfully creates a linkage number of linkages created
user clicks the +/- to enter values
Tool
Tools start tool when the user clicks the tool button to determine if the calculation tools is being used.
Tools cancel tool when the user cancels the tool
Tools complete tool when the user successfully evaluates equations show cells true/false
show groups true/false
Organizer
Tools start organizer when the user clicks the organizer button
Tools cancel organizer when the user cancels the organizer
Tools complete organizer when the user successfully evaluates equations find search based on criteria entered by user
Repository
Tools start repository when the user clicks the repository button
Tools cancel repository when the user cancels the repository
14
CaseViewEvent Category Event Name Event Description Name Sample Values Comments
Tools complete repository when the user successfully adds a repository add user populates the identifier, description and file path.
to determine if users are creating repositories.
User Defined Data
Tools start user defined data when the user clicks the user defined data button
Tools cancel user defined data when the user cancels the user defined data
Tools complete user defined data when the user successfully adds user defined data to determine if users are adding user defined data.
Diagnostics
Tools start diagnostics when the user clicks the diagnostics button
Tools cancel diagnostics when the user cancels the diagnostics
Tools complete diagnostics when the user successfully adds diagnostics; where configure is selected
load user loads a diagnostic file
to determine if users are creating diagnostics to share between files.
add user needs to select before they can populate the rest of the properties.
label manual entry
description manual entry
diagnostic calculation
display diagnostic each time calculation run, before printing, when locking, etc.
action to take if diagnostic fails
display message, disallow printing, etc.
XBRL
Tools start XBRL when the user clicks the XBRL button
Tools cancel XBRL when the user cancels the XBRL
Tools complete XBRL when the user successfully adds an XBRL taxonomy global settings user selects a taxonomy via options
Section
Home start section when the user clicks section button
15
CaseViewEvent Category Event Name Event Description Name Sample Values Comments
Home cancel section when the user cancels section button
Home complete section when the user successfully creates a section; where section is selected
logic skip print, skip/hide condition
smart currency/unit sinkin, rising, reapply every page, skip zero cells
smart underline